Gladstone Institutional Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Gladstone Institutional Advisory’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Buy	111,860 +2,666	+2%	+$116K	0.14%	162
2026 Q1	$4.92M	Sell	109,194 -465	-0.4%	-$21.8K	0.18%	125
2025 Q4	$4.55M	Sell	109,659 -6,046	-5%	-$242K	0.17%	131
2025 Q3	$4.3M	Buy	115,705 +23,287	+25%	+$776K	0.17%	137
2025 Q2	$2.95M	Buy	92,418 +3,576	+4%	+$113K	0.12%	180
2025 Q1	$2.68M	Sell	88,842 -20,774	-19%	-$574K	0.12%	184
2024 Q4	$2.77M	Buy	109,616 +62,758	+134%	+$1.61M	0.13%	178
2024 Q3	$1.19M	Buy	+46,858	New	+$1.12M	0.06%	298

Other funds holding OUNZ

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Gladstone Institutional Advisory's OUNZ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its VanEck Merk Gold Trust (OUNZ) stake by 2.4% in Q2 2026, buying an estimated $116K and bringing the position to 111,860 shares worth $4.32M. The position accounts for 0.14% of the portfolio, ranked #162.

Gladstone Institutional Advisory first reported a position in OUNZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.92M in Q1 2026. 268 funds tracked by Wall St. Rank hold OUNZ as of Q2 2026.

Gladstone Institutional Advisory held 111,860 shares of VanEck Merk Gold Trust worth $4.32M as of Q2 2026.
Gladstone Institutional Advisory bought 2,666 VanEck Merk Gold Trust shares in Q2 2026, an estimated $116K.
VanEck Merk Gold Trust made up 0.14% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #162 holding.
Gladstone Institutional Advisory first reported a position in VanEck Merk Gold Trust in Q3 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's VanEck Merk Gold Trust position peaked at $4.92M in Q1 2026.
268 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.